Determining How Siebel CRM Displays Recent Records

The Recent Records area on a screen home page view displays a list of the last five records in the current screen that the user created, modified, or accessed.

NOTE: Recent Records only works with business components that reference the CSSBCBase class or subclasses of the CSSBCBase class.

To determine how Siebel CRM displays recent records

In the Object Explorer, click Business Component.

In the Business Components list, locate the Recent Record business component.

In the Object Explorer, expand the Business Component tree, and then click Business Component User Prop.

In the Business Component User Props list, add a record using values from the following table.

Property

Value

Name

Recent Record Track BC-screen home page business object name

For example, Recent Record Track BC-Account Home.

Value

Name of the target business component.

For example, Account.

This business component user property associates a tracked business component to a screen home page view through the business object.

In the Business Components list, locate the target business component, such as Account.

In the Business Component User Props list, add a record using values from the following table.

Property

Value

Name

Recent Record Enabled

Value

Y

In the Business Component User Props list, add a record using values from the following table.

Property

Value

Name

Recent Record Name Field

Value

Enter the business component field that tracks recent records.

This business component user property specifies the field that tracks recent records. Siebel CRM
displays this field on the Recent Record applet on the screen home page view. You can use a
calculated field.

(Optional) In the Business Component User Props list, add a record using values from the following table.

Property

Value

Name

Recent Record Type Field

Value

Enter the field that Siebel CRM uses in the dynamic drilldown.

The value must reference a field in the parent business component. For example, Order Type LIC in Order Entry - Orders.

This business component user property specifies the field to track. Siebel CRM does not display this field on the Recent Record applet. You can use it to define a dynamic drilldown so that the user can navigate to a different view according to a given value. If you configure dynamic drilldown in the recent record applet, then the dynamic drilldown destination objects must reference the Type field in the Recent Record business component.

For example, if the Recent Record Order Entry - Orders List Applet is the recent record applet, then the Sales Order and Web Order dynamic drilldown destination objects must reference the Type field in the Recent Record business component.